Banking the New Latino Immigrant

[Seven Critical Steps To Success]

We’ve all heard the statistics, and it’s clear that there is enormous opportunity for the financial services provider that wants to do business with the new Latino immigrant. But where do you begin? How do you communicate with people who don’t speak your language? What products and services do you offer? Do you advertise in Spanish?

It seems there are more questions than answers; so what do you do? Do you just jump in and figure it out as you go?

We’ve all heard the old saying that what you don’t know won’t hurt you. Unfortunately, nothing could be further from the truth when it comes to banking the Latino immigrant. In fact, the number one reason financial services providers fail to connect with the Latino is because they didn’t do their homework first. They spend enormous amounts of energy, time and money trying to capture and retain Latino market share, but it just doesn’t work, and they’re at a loss to explain why.

But it doesn’t have to be that way. Doing business with the Latino immigrant isn’t magic or complicated; it’s just different, and it takes some planning and preparation. That’s the purpose of this program. It takes you step by step through the process of preparing your institution to do business across languages and cultures. Whether you plan to offer a basic product or two, or dedicate your entire operation to banking the Latino immigrant, this program is the place to start.

Banking the New Latino Immigrant, Seven Critical Steps To Success, or 7 Steps, as most people commonly refer to it, is based on more than 20 years of experience helping U.S. financial service providers successfully bank Latino immigrants, and it’s the best tool available today for helping you make your efforts to reach the Latino client efficient, effective, and profitable.

Topics Include:

• Assembling A Latino Business Team

• Operations And Infrastructure Issues

• Product Lines And Compliance Issues

• Preparing Your Organization

• Marketing And Advertising Issues

• Sales And Service Issues

• Community Relations

Instructor:

Yasmin Wurts Metivier

Click here to learn more about Yasmin's background and qualifications.

Cost:

$99 per person

Dates & Times:

Currently scheduled Banking The New Latino Immigrant seminars are full. Additional dates will be added soon. Come back to reserve your place.

Location:

Panoltia Learning Center

8000 Regency Parkway

Suite 570

Cary, NC 27518

Registration:

This seminar is currently full. We will be adding additional dates to our calendar soon, so come back to reserve your place.

We can also bring Banking The New Latino Immigrant [Seven Critical Steps To Success] to you. Just call Panoltia today at 1 (800) 393-1553 for details.

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